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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,137 | $84,784-55.0% | $98,461-61.3% | $74,460-48.8% |
| Participation rate | 24.8% | 81.5%-56.7pp | 75.2%-50.4pp | 70.7%-45.9pp |
| Annual return | 22.51% | 20.59%+1.9pp | 21.17%+1.3pp | 34.38%-11.9pp |
| Employer contribution / active EE | $1,162 | $3,364-65.5% | $3,049-61.9% | $2,638-56.0% |
| Participant deferral / active EE | $1,879 | $5,218-64.0% | $4,738-60.3% | $4,530-58.5% |
| Admin fee / account holder | $583 | $204+185.3% | $8,961-93.5% | $348+67.8% |